The Complete Guide to Real-Time Sales Management for Business Owners

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Managing a company today means making informed decisions based on data, not just on intuition. It is necessary not only to promptly optimize current processes, but also to plan the future development of the company. Sales metrics play a key role in this process, as they allow you to evaluate the effectiveness of the sales department, identify strengths and weaknesses, and adjust the strategy.

Dashboards are the most convenient way to visualize data. Instead of analyzing long lists of numbers, you can see key metrics in the form of graphs and charts that are convenient for decision making. This greatly simplifies the analysis process and allows you to quickly identify trends and problems.

You can create a dashboard for free yourself using Microsoft Excel, but this method has its drawbacks. For example, Excel does not allow you to automate data collection and requires constant manual updating. armenia mobile database As a result, you will not be able to receive objective data on the sales department in real time. A slightly more complex method is to use one of the many services that collect dashboards based on the data in your CRM. The update speed of such a dashboard will depend on the technical characteristics, and the data on the dashboard will duplicate the CRM in beautiful graphs.